Financial Advisor

3 weeks ago


Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time
Overview

I am expanding my team of Financial Advisors. Connect with me if you are interested by sending me a message or click FINANCIAL ADVISOR – APPLY NOW…


Company Description

The Advisor Hub is a team dedicated to spreading financial literacy and helping individuals minimize financial risks. We are looking for goal-driven professionals to join our team and provide solutions to help individuals achieve financial success.


Role Description
  • Meet with clients face-to-face or online for consultations on financial planning and investment strategies
  • Develop a strategize financial plans to help clients achieve their goals
  • Evaluate and recommend insurance products that are tailored fit to client\'s goals
  • Perform policy review to re-asses financial situations and re-strategize

Qualifications
  • Willingness to learn
  • Goal-driven
  • Process and System oriented
  • You need to have means to work remotely

Seniority level
  • Entry level

Employment type
  • Full-time

Job function
  • Finance and Sales

Industries
  • Insurance Agencies and Brokerages
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